FAQ

Of course. You can upgrade or downgrade based on your needs and business priorities. Not sure which plan is right for you? Chat with friendly team to find a solution that works for you.

For our enterprise customers Lofi offers integrations to the major sales engagement platforms (SEPs) and customer relationship management solutions (CRMs).

You can think of Lofi as a match-making engine, among other things. To do it's job, Lofi needs two things from you. Firstly, a lead list that helps Lofi understand who you want to go after. Secondly, information about you, your offering, your differentiation, who you win and who you lose with.

Lofi's infrastructure is SOC2 and ISO27001 certified, ensuring adherence to the highest standards of data security. Your data is never shared without your consent and you have the ability to delete your account information as well as all data associated with your account.

Yes. Lofi complies with regulations such as GDPR, CCPA or the CAN-SPAM Act. Please reach out to info@meetlofi.com to learn more about our policies and to discuss your needs.

Yes. Lofi maintains "do-not-contact-lists". If a prospect indicates they wish not to receive communication anymore, Lofi will remove the prospect from any existing and future campaigns. Please reach out to info@meetlofi.com to learn more about our policies and to discuss your needs.

Lofi runs on a proprietary large language model (LLM) that has been trained on touch points between financial advisors and insurance agents and their prospects. This enables Lofi to determine compose content and messages for each lead that give you the best chances of connecting and engaging your prospect.

Lofi runs on a proprietary large language model (LLM) that has been trained on touch points between financial advisors and insurance agents and their prospects. The training data comes from publicly available data sets as well as Lofi customers who have consented to share their data in order to improve response rates.

Lofi is easily accessible as an easy to use web app. For our enterprise customers, Lofi also offers a Chrome integration.